Creating a Visitor in Workplace

Create a visitor

1. You can create a new visitor in the visitor

1. by clicking the “Visitor +' button on your startBoard. You will be presented with the following screen:

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2. On this page you can fill out the different details regarding the visitor. The fields marked with an * are requiredmandatory. The other ones are optional.

Field details regarding the visitor

Below the details3. After filling in the fields, you have three options:
 

• Submit the visitor: If you forget to submit the visitor, it will not show up in your “My Visitors” overview, and the visitor will be automatically deleted within 24 hours.

• Delete the visitor.

• Cancel the creation of the visitor
  

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• .
  

Add a co-visitor

If the visitor is bringing company, you can add these extra visitors using the add “Add co-visitor visitor” button on at the visitor module ( bottom of the your screen).

Edit/Cancel a visitor

1. You can use the “My visitors button” to search for your visitor or you can take look view registered visitors on your startBoard under via the include “My Expected Visitors”. Alternatively, use the “My visitors” button.

Click on 2. Open the visitor you want to edit to open the following screen. After making any by clicking the reference.
3. To make changes, press the “Save and return” buttonchange button, edit the details of the visitor and press submit.
4. To cancel the visit, press the “Cancel visitor” button.

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Recurring Visitor

Create recurring visitor

If there is someone who frequently visits the company/ office. You can create a recurring visitor. If you don`t see this option, ask your adminstrator Workplace application manager to add it to your profileuser account.

1. Fill in the details as with a normal visitor.

2. However, instead of clicking “Submit, click the “Create recurring visitor” button.

You will get a warning window, that you are going to create 3. A popup window now appears that you will create a recurring visitor.

4. Press “Ok”to “OK” to proceed.

Now you can enter 5. Enter the schedule details of the recurring visitor.
On which day is the visit, which time, what is it recurrence (daily/weekly/monthly, until when or how often it should be scheduled.

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SCHEDULE

• Expected arrival time: start date and time of first occurrence

• Expected end time: end date and time of first occurrence

• Cycle/ Day/ Day in month: the combination of these settings determines when the occurrences are scheduled

GENERATE UNTIL

• End date: when is the last date for which a visitor should be created

• Maximum number: how many visitors need to be created

Note: when ‘End date’ and 'Maximum number' are both left empty, only one visitor is created. When both settings are filled in, whatever comes first determines the number of visitors that will be generated.

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6. Click on ‘Create visitors’ to generate the visitors based on the schedule settings

A example of settings of a recurring schedule for someone who visits every month on the second Wednesday for the next 6 months	A example of settings of a recurring schedule for someone who visits every week on the Wednesday for the next 6 months
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Cancel/edit a recurring visitor

You can`t edit a recurrence, the whole series of the visitor. You need to edit every individual visit like you do with recurring visitor or delete them in a batch. Once the visitors are created, you can edit every visitor the same as you would a regular visitor. As explained earlier.

• You can create a new visitor.

  You can

  , add co-visitors

  You can , and create a recurring visitor.

• Once the visitors are created using the recurring visitor functionality, every visitor is added the same as you would a regular visitor (you cannot change/ delete them in batch).